Client and Document Support
1.Review, format, and finalize client-facing documents including tax reports, legal opinions, engagement letters, and correspondence, ensuring consistency with internal templates and brand compliance standards.
2.Ensure quality and accuracy of deliverables while maintaining document confidentiality.
3.Coordinate the translation, notarization, and legalization of documents, including liaison with third-party vendors (e.g., translators, legal consultants, embassy services).
Recordkeeping and Compliance Tracking
1.Maintain accurate and structured digital filing systems for client and regulatory documentation.
2.Track deadlines for regulatory filings, tax deliverables, internal reviews, and client timelines.
3.Monitor and update internal databases and trackers used for risk, onboarding, and engagement management.
Scheduling and Logistics
1.Coordinate virtual and in-person meetings, including agenda preparation and calendar management for directors and (senior)managers.
2.Arrange logistics for document execution, filings, and related regulatory appointments.
3.Assist with internal workflows such as timesheet reminders, travel arrangements, and administrative coordination across teams.
Client Coordination
1.Liaise with clients regarding administrative aspects such as document handovers, signature formalities, and delivery instructions.
2.Support the onboarding process including KYC documentation, NDA coordination, and engagement formalities.
Team and Operations Support
1.Assist in onboarding new joiners, interns, and junior staff by coordinating access to department-specific templates, tools, procedural guides, and document systems, excluding onboarding components managed by the internal HR team.
2.Contribute to departmental administrative process improvement and digitization efforts.